Legend Financial Advisors’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-100
| Closed | -$3.69K | – | 294 |
|
2024
Q1 | $3.69K | Hold |
100
| – | – | ﹤0.01% | 166 |
|
2023
Q4 | $3.2K | Hold |
100
| – | – | ﹤0.01% | 165 |
|
2023
Q3 | $3.44K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
2023
Q2 | $2.93K | Hold |
100
| – | – | ﹤0.01% | 193 |
|
2023
Q1 | $3.11K | Sell |
100
-140
| -58% | -$4.35K | ﹤0.01% | 200 |
|
2022
Q4 | $7.62K | Sell |
240
-99
| -29% | -$3.14K | 0.01% | 182 |
|
2022
Q3 | $9.54K | Buy |
+339
| New | +$9.54K | 0.01% | 152 |
|